Perigon Wealth Management’s Liberty Energy LBRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,196
| Closed | -$236K | – | 1061 |
|
|
2024
Q4 | $236K | Sell |
10,196
-2,862
| -22% | -$66.2K | 0.01% | 900 |
|
|
2024
Q3 | $249K | Sell |
13,058
-9,831
| -43% | -$188K | 0.01% | 849 |
|
|
2024
Q2 | $478K | Sell |
22,889
-1,926
| -8% | -$40.2K | 0.01% | 544 |
|
|
2024
Q1 | $514K | Buy |
24,815
+571
| +2% | +$11.8K | 0.02% | 529 |
|
|
2023
Q4 | $440K | Buy |
24,244
+3,087
| +15% | +$56K | 0.01% | 535 |
|
|
2023
Q3 | $392K | Sell |
21,157
-1,588
| -7% | -$29.4K | 0.02% | 509 |
|
|
2023
Q2 | $304K | Sell |
22,745
-14,797
| -39% | -$198K | 0.01% | 606 |
|
|
2023
Q1 | $481K | Sell |
37,542
-2,118
| -5% | -$27.1K | 0.03% | 403 |
|
|
2022
Q4 | $635K | Buy |
39,660
+17,852
| +82% | +$286K | 0.04% | 347 |
|
|
2022
Q3 | $277K | Buy |
+21,808
| New | +$277K | 0.02% | 438 |
|